Finance that survives the data room.
Sell-side Quality of Earnings prep, a defensible Reported-to-Adjusted EBITDA bridge, and monthly closes that hold up under a buyer’s diligence — instead of feeding it. Built for owners 0–5 years from a transaction, and for the ones already in one.
Or see the full QoE prep scope →
The numbers a buyer can’t verify are the ones you lose.
what every dollar of EBITDA a buyer can’t verify costs you in price, at typical SMB multiples
a real Reported-to-Adjusted bridge we built — held under lender diligence with zero reversions
the credentials behind the work — earnings quality judged to an institutional standard
Run the diligence on yourself first.
The buyer will run a Quality of Earnings on you regardless — that’s how PE and lender diligence works. We run it first, to the same standard, so the process starts from strength instead of triage.
A trailing-twelve-month scan, a Reported-to-Adjusted EBITDA bridge with the evidence attached, owner-comp and related-party normalization, and an NWC peg baseline — so the buyer’s QoE team finds answers, not discounts.
Learn more →When the process starts, we sit on your side of the data room — data-room build, diligence request-list ownership, closes maintained every month, and working-capital peg negotiation support.
Learn more →Ongoing controller review and close-by-the-10th discipline, so the bridge stays true from readiness through close day — buyers re-underwrite every month that passes.
Learn more →Three steps to a defensible number.
Twenty minutes on where you are, the timeline, and what a buyer will push on first.
A trailing-twelve-month diagnostic and a fix-list prioritized by valuation impact — what moves price, in order.
We execute the fix-list and keep the closes landing, so the numbers hold from the first data-room request to close day.
Common questions from owners heading into a sale
How long does readiness take?
Ninety days is the practical minimum to build a defensible bridge and a few clean closes. Twelve to twenty-four months out is ideal — clean monthly closes accumulate into a track record no last-minute cleanup can fake.
Do you work alongside my banker and attorney?
Yes — we’re the finance workstream of your deal team, not a broker. The banker runs the process, the lawyer runs the documents, and we make sure every number that leaves the building is right, consistent, and on time. We can introduce a banker from our network when you’re ready to go to market.
What if I’m still a year or two out?
That’s the best time to start. Readiness compounds — starting early lets clean closes and a documented EBITDA bridge build before a buyer is ever at the table.
Thinking about a sale — this year or in a few?
The earlier the books are diligence-grade, the more price you keep. Start with a readiness call — useful whether you sell next quarter or in three years.
Or call us directly: +1 786 789 0969